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Client Advisory Manager

Forrest Johnson

Auburn, AL

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JOB DETAILS
SKILLS
Accounting, Certified Public Accountant (CPA), Communication Skills, Cross-Functional, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Detail Oriented, Equal Employment Opportunity (EEO), Finance, Financial Operations, Financial Services, Financial Statements, Interpersonal Skills, Legal, Needs Assessment, Pivotal CRM, Process Development, Relationship Management, Sales Management, Service Delivery, Tax Accounting, Tax Planning, Tax Returns, Team Player, Time Management, Up-Selling
LOCATION
Auburn, AL
POSTED
1 day ago
Company Description

At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extendingour services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis.

Our foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms.

This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve.

Job Description

As a Client Advisory Manager, you will be the cornerstone of our client-centric approach, dedicated to nurturing and expanding relationships with our existing client base. You will manage a portfolio of clients and serve as the primary point of contact, ensuring a high level of service and responsiveness. In addition to relationship management, you will oversee the delivery of core accounting and advisory services, ensuring financial statements, tax work, and related deliverables are completed accurately and on time. Your role will be centered on understanding evolving client needs, ensuring satisfaction, and proactively identifying opportunities for growth.

Your job responsibilities will include but not be limited to:

Account Management
  • Manage large, named, key client accounts
  • Manage all services provided to assigned clients including monthly financial statement delivery, tax returns and related deliverables.
  • Monitor client engagements to ensure quality service delivery and client expectations are met.
Client Retention and Satisfaction
  • Build and maintain strong relationships with existing clients, ensuring their satisfaction with our services.
  • Act as the main point of contact for client inquiries, concerns, and feedback.
Client Growth
  • Identify opportunities for upselling additional services to existing clients based on their evolving needs.
  • Collaborate with the internal teams to introduce clients to new offerings and value-added services.
Cross-functional Collaboration
  • As a key member of the service delivery team, this role will work closely with internal teams, including financial operations, tax, and firm administration to ensure seamless client experiences.
Client Advocacy
  • Act as a client advocate within the firm, providing insights and feedback to improve client satisfaction and address any challenges.
Qualifications
  • Bachelor's degree in Business, Accounting, or related field
  • Proven experience in client management, account management, or a related role
  • Strong understanding of accounting and financial services
  • Tax planning experience is strongly preferred
  • Knowledge of or the ability to learn new accounting and tax systems
  • Excellent communication and interpersonal skills
  • Detail-oriented with a focus on client success


Additional Information

We offer competitive compensation packages, health benefits, and a collaborative work environment.

Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.

About the Company

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Forrest Johnson